Please note: WPS Financial Services ceased trading in 2012. Reviews relating to financial advice provided by WPS Financial Services should be posted here. Reviews on this page relate to Anne Street Partners only.

Verified Customer

Without Anne Street, we wouldn't be where we are today.

5 out of 5, reviewed on May 21, 2017

Before Anne Street came along, we were a young family with no idea how to achieve or even set any financial goals. Today, we have an extensive financial plan in place that combines insurance, investment, superannuation and budgeting. We have been with Anne Street for some time and have had a few different advisers in that time. Our current adviser, Travis Stanley, is doing a fantastic job for us. We appreciate being able to ask an experienced adviser for help rather than stumbling around in the financial world in the dark. Travis has encouraged us to contact him any time for anything, and we've done that. With past advisers, we felt like we were left to our own devices in between reviews, even neglected. We're glad that's changed. Over all, we are happy with Anne Street, and we are very thankful for their professional advise and for implementing our financial plan.

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Anne Street Partners Official

Hi Suzanne, thank you for this wonderfully comprehensive review of Travis and the service he's providing you. I'm really delighted to hear that he's working closely with you to create a sustainable... read more »

Mollymook

  • 1 review
  • 1 helpful vote
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Verified Customer

Audit process 2017

4 out of 5, reviewed on May 19, 2017

Having being with Anne Street Partners for several years now it was a pleasure to have had our auditing completed by Jodie, she was professional, polite and very efficient and made the process the simplest so far. The service provided this year left us feeling confident that everything had been identified, addressed properly and in a very efficient way, Thank you ASP and In particular Jodie and the audit team

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi Linda, Thank you for taking the time to review the SMSF team for us, it's much appreciated and I know Jodie will certainly be happy to receive it! I'm pleased to hear that you're happy with the... read more »

  • 1 review
  • 1 helpful vote
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Verified Customer

Excellent service with a smile

5 out of 5, reviewed on May 17, 2017

We have been using the services of Anne St (formerly WPS) for the last five years. There's been turnover of staff but we've just engaged the services of Emma Hawker as our Mortgage Broker. Emma is extremely efficient, knows her stuff and really tries to help. She is always on-hand for questions and gets the best out of the lenders she approaches. I cannot fault her work ethic and want to thank her for the effort she has gone to in the short period of time we have been dealing with her :)

September 9th 2017 Update: Very efficient service well tailored to our needs

We have been using the services of Anne St (formerly WPS) for the last five years plus. Bhina Paramanathan has now become our Financial Adviser. Bhina is extremely efficient, is very knowledgeable in her field and is very helpful. Bhina came out to our home for a home visit and is always on-hand to answer all of our questions. I cannot fault her work ethic and enthusiasm and want to thank her for the effort she has gone to in the short period of time we have been dealing with her :)

September 15th 2017 Update: Great Service and Lots of Knowledge

We have been using the services of Anne St (formerly WPS) for the last five years plus. Bhina Paramanathan is now our Financial Adviser. Bhina is extremely efficient, very enthusiastic and always finds the answers to any of our questions. Bhina has been very helpful in getting our Self Managed Super Fund running very smoothly. We cannot fault her work ethic and want to thank her for the effort she has gone to in helping us with our financial situation.

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi Jacs, thank you for this review of Emma's service! I'm really pleased to hear that she's been able to help you with your lending needs - she's certainly a pro and I know she works incredibly har... read more »

  • 1 review
  • 1 helpful vote
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Verified Customer

Great Support

5 out of 5, reviewed on May 16, 2017

We have been dealing with Anne St Partners (WPS) for about 10 years now. Throughout that time we have seen numerous Advisers. We are currently seeing Pravesh Daya. Pravesh is extremely professional and thorough in his work. We are currently reviewing our personal status and are over the moon at the ideas that Pravesh has come up with. He and his team have kept us in the loop at all times and provided us with great advice. We look forward to working with Anne St Partners whole team through to the SMSF, Taxation and Legal teams.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Kate, thank you for taking the time to send through this review. I'm delighted to hear you're happy with Prav. He's certainly a very thorough and professional adviser - a real asset to our Brisb... read more »

melbourne

  • 7 reviews
  • 3 helpful votes
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Verified Customer

diligent and patient!

5 out of 5, reviewed on May 16, 2017

We have had dealings with ASP over a period of several years now through our SMSF. They show attention to detail and have been very patient with us given we don't always complete the necessary paperwork as expeditiously as we could! I commend Dean and his team for their professionalism and diligence

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Janeo, thank you for this review and thank you for your continued loyalty, it's much appreciated. I'm really pleased to hear you're happy with the service that Dean and his team provide you, the... read more »

Verified Customer

Thank you

5 out of 5, reviewed on May 15, 2017

The team at Anne Street Partners in Brisbane have provided excellent service to us over the last 6 months. We have dealt with the company for about four years, but the service lately has been far better than the last couple of years. Dealing with Travis Stanley and the office staff has been easy and pleasant. They are providing a more proactive approach, providing us with suggestions and support, not waiting for us to make the first contact. Even following up a second and third time when we are busy and don't get back to them straight away. Travis has a very friendly and professional manner. The contact that he has provided has been a lot more frequent and more positive. He has restored our confidence that we are taking the right steps towards our financial future. A huge thank you to Travis and the team. We look forward to working with you for many years to come.

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Anne Street Partners Official

Hi Tan, thank you for this review of the Brisbane team and Travis. Yes, we've had a few changes within the team, so I'm pleased to hear you're enjoying the increased level of service and attention.... read more »

Brisbane

  • 1 review
  • 1 helpful vote
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Verified Customer

Thoroughly Professional and Extremely Patient

5 out of 5, reviewed on May 11, 2017

I have nothing but admiration for Dean and his Super Solutions team, as they have been very professional and easy to deal with throughout our short history with his team. We appreciate all their efforts and patience (with the time it took me getting the information back to them). The team made it very easy to work with them and go through each process successfully. I would recommend them to anyone looking to get their SMSF tax returns done promptly and efficiently.

August 23rd 2017 Update: Excellent choice

After speaking to our new adviser (Travis Stanley) he suggested we look to refinance our home loan and we were put in touch with Emma Hawker. It was an excellent choice and she has helped us to get a better home loan and her advise has been very worth while. Emma has a very good knowledge of the home loan industry and was great in helping us through all sections to the point now we have a better home loan and a pool as well. Thank you Emma, we would recommend dealing with yourself anytime.

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi Rob and Sam, thanks for the review of Dean and the Super team - much appreciated. I'm pleased to hear they've been able to assist you with your returns - please don't hesitate in contacting them... read more »

Verified Customer

Very professional and committed team

4 out of 5, reviewed on May 11, 2017

We have been working with Anne Street Partners since 2010 (when they were WPS). Although we have had a few advisers throughout this time we have always received professional advice and guidance to suit our financial needs. Most recently, working with our adviser Fiona and the team from the Sydney branch to purchase an investment property, we have again experienced a very high level of professionalism and commitment to assist us in the purchase and to develop a new strategy to help us grow financially. I would especially like to thank John for responding to our questions in a speedy manner and providing the right advice to assist us with our finance applications as we worked with his team to meet a tight deadline. Aaron has helped us to find a great property and made the process of the sale an experience we would repeat again. This team's professionalism and commitment to the clients needs are second to none. I would recommend Anne Street Partners to anyone who is looking for a team of professionals to put them in the right direction financially.

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Anne Street Partners Official

Hi Paul and Renee, thank you for this really insightful review of your experience with our NSW team. I'm really delighted to hear that you are happy with both your experience and the service you've... read more »

Verified Customer

Bhina

5 out of 5, reviewed on May 09, 2017

The experience and knowledge Bhina brought to the table at our recent review gave us the confidence to commit to further implementations with our SMSF. It's always a little scary taking another step along the path to meet our financial goals but Bhina was very engaging and able to answer all our questions. Thank you Bhina for your time and patience through this process. We look forward to continuing our relationship with you in the future.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Ian and Sharon, thank you for taking the time to write this review of Bhina's service. It's much appreciated and Bhina will be delighted to know that she's really helped you. I know what you mea... read more »

Sydney

  • 1 review
  • 1 question
  • 1 helpful vote
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Verified Customer

Let them help you.

5 out of 5, reviewed on May 09, 2017

The team at Anne Street Partners are fantastic. I love they that have a team looking after different areas of financial advise. Not relying on one person to know everything. They communicate well, constantly reviewing and trying to get you into a better position. We are very grateful for what they have helped us to achieve.

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi Nats, thank you for your review! It's great to hear that our team has been able to assist you with your financial advice needs - that's what we're here for and we love being able to help! As al... read more »

  • 1 review
  • 1 helpful vote
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Verified Customer

Emma was great

5 out of 5, reviewed on May 08, 2017

When it comes to refinancing there are many choices in the market and it all seems too difficult. However Emma sat with us to find out what sort of deal would suit us. She then did all the hard work not only finding us a good rate but finding a package deal that worked. She did all the legwork and filled in all the forms, the only thing we had to do was choose our preferred deal, check and sign. We are only too happy to recommend Emmas services.

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi tuxcomputers, thank you for this review about your experience with Emma. I'm delighted to hear she has been able to make your borrowing needs a seamless experience - she's passionate about worki... read more »

Perth

  • 1 review
  • 1 helpful vote
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Verified Customer

Persistence and detail

5 out of 5, reviewed on May 08, 2017

Never before have I come across such detailed and persistence in accounting. Anne Street Partners Superannuation team prepared three years tax returns and audits for my SMSF. I was bombarded with requests for copies of invoices dating back 5 years and in the process, Anne Street Partners discovered over eight thousand dollars missing that that had not been paid into the fund. I had not been aware of this but Anne Street Partners pursued this on my behalf until the debtor accepted liability and repaid the debt to my SMSF.

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi Ludwig, thank you for this review of our SMSF team. It was really great to read that the team have been able to assist you with achieving a great outcome for your fund. The team live and breathe... read more »

Epping

  • 2 reviews
  • 1 helpful vote
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Verified Customer

Great customer service

5 out of 5, reviewed on May 08, 2017

As first time property buyers, my husband and I had no idea what we were in for. Aaron and Michael, both worked tirelessly to answer both of our consistent emails and phone calls, often out of hours. They explained every step in such detail and knew how to put us at ease. There was complete, upfront honesty and such a great connection. Anything that Aaron couldn't explain, or didn't know the answer too, he got onto it straight away, and found someone who was able to answer my questions. I couldn't recommend Anne Street more, they definitely "held our hands" and walked us through the whole process from beginning to end, listened to our concerns, and found suitable outcomes to suit us personally.
Thank you!

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi Kirsty, thank you for taking the time to review Aaron and Michael's service. I'm really pleased to hear that they've been able to help you with your property purchase. It can certainly be a busy... read more »

  • 1 review
  • 1 helpful vote
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Verified Customer

Thanks Bhina!

5 out of 5, reviewed on May 04, 2017

As a first time investor I was hesitant and wasn’t exactly sure what I wanted to do. Bhina made me feel very comfortable and was able to tailor her suggestions by listening to my expectations and needs. I didn’t feel pressured by her suggestions and I feel confident we have made the right decisions towards my desired outcome.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Samantha, thank you for this great review of Bhina. I'm pleased to hear that she's been able to assist you with your finances. It can be hard to know where to start sometimes, but I know Bhina w... read more »

  • 1 review
  • 1 helpful vote
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Verified Customer

10/10

5 out of 5, reviewed on May 04, 2017

Thank you Bhina for your professional and knowledgeable dealings. Thank you for guiding me through the ins and outs to securing my financial future.

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi Dan, thank you for this kind review of Bhina, I know she'll appreciate you posting this for her and as an organisation we appreciate you taking the time. Please don't hesitate in contacting Bhi... read more »

  • 1 review
  • 1 helpful vote
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Verified Customer

Great experience

5 out of 5, reviewed on May 02, 2017

Travis gave me a very personal and tailored experience.. it's my first foray into investments so it's pretty daunting but Travis explained everything really clearly. He also was very cost conscious for me as a young person, didn't try to upsell on bells and whistles that aren't necessary at my age or for my situation. I'm really happy with the professional experience I've received so far and am very happy to recommend to anyone else. Thanks Trav!

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi Courtney, thank you for this wonderful review of Travis. I'll be passing this on to him - he will be really pleased! I'm glad that he's been able to demonstrate real value for you. It sounds lik... read more »

  • 1 review
  • 1 helpful vote
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Verified Customer

Bhina was great to work with

5 out of 5, reviewed on Apr 26, 2017

Working with Ghina from Anne Street was great. She is very easy to deal with and certainly seemed to know what she was talking about. I have recommended Bhina to any friends I have interested in sorting out their finances.

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi Shane, thank you for taking the time to review Bhina's service - it's much appreciated. I'm pleased you found her easy to talk to and we certainly appreciate your recommendations. I know Bhina w... read more »

Verified Customer

An education

5 out of 5, reviewed on Apr 26, 2017

So my wife and I have used Anne St Partners back when they were WPS (and still with them). They are super professional and have helped us understand finances to a much better level than we ever could on our own.
Every meeting we have over the years have been nothing less than an education.

As far as our SMSF we have Ben Wallace that looks after this for us. He is always on the ball and nothing slips through, his eagle eye scrutiny is second to none, there just are no mistakes.

Peter Kennewell our Anne St Accountant has got us out of the mess we were in with our finances and what he doesn't know about money isn't worth knowing (but he'd know anyway).

With our bi-annual meetings we see Andrew Kreskas, always enthusiastic and a wealth of knowledge, shows us where we are with our financial position and our/their next move (which is always exciting) but also not judgmental which is really refreshing. (sometimes we spend a little more than we should).

We originally were cold called with these guys and was always skeptical but we gave them a chance and have to say was the best investment we ever made. We have so many investment strategies fielded that as our retirement gets closer, (13 years time) we just can't fail, I can already see that we will be able to travel OS 3 to 4 times a year as we currently do, have our property, share portfolio and Super look after us and also be able to look after our family when we're gone.

A huge thank you to Anne St Partners, we would have struggled in retirement without you.

Was this review helpful? Yes

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Anne Street Partners Official

Hi Stuart, thank you for this incredibly detailed review. It's really made my week reading how the team has been able to be a positive force in your financial well-being. It's great to hear how eac... read more »

  • 1 review
  • 1 helpful vote
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Verified Customer

Hassel free

5 out of 5, reviewed on Apr 25, 2017

Anne Street partners, The assistance provided in running and their engagement with every aspect associated with SMSF's, has made a tedious job easy.
Advice and accessibility is paramount.

Thankyou
Robert & Annette

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi Robert and Annette, thank you very much for this review. I'm really pleased to hear our advice and SMSF teams are helping you with your finances. It's great to hear that they're helping make thi... read more »

  • 1 review
  • 1 helpful vote
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Verified Customer

Positive and professional organisation

5 out of 5, reviewed on Apr 24, 2017

Thank you Anne Street Partners for your professionalism and outstanding service over the past few years.I would have no hesitation in recommending Anne Street Partners to my friends and family for taxation and accountancy advice.
I have been very satisfied and look forward to continuing my relationship with Anne Street Partners in the future.

1 person found this helpful, do you? Yes

Comments
Anne Street Partners Official

Hi Kathryn, thank you for this lovely review. It really makes my day hearing this feedback and I know our team will be delighted to hear you're satisfied with the service they are providing. I know... read more »

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Questions & Answers

After i pay them off by your halp ,,is my name going to be clear again ?

Aram rashet asked on Jan 17, 2017

Answer this

Hi Aram,

Apologies - what is this in reference to?

Kind regards
Brent

I having been reading through the reviews for Anne St partners ( Financial Planners ) and have found a lot reflect my own experience of basically bad advice. However its incredible how many people who ' have been with Anne St for many years now " all of a sudden decide to write an over the top positive review. Is there any way of verifying that these are real people and not just company from the company itself ?

Brisbane asked on Mar 16, 2015

Answer this

Hi there Brisbane

Firstly, I apologise if you haven't received a positive experience from us. I'd certainly like to have the opportunity to put this right and you can contact me personally on info@annestreetpartners.com.au - attention Brent. I'd actually like to look into any concerns you have.

In terms of posting reviews, every adviser at Anne Street Partners is encouraged to ask for feedback after each appointment as it gives all of the executive team an unbiased look at our service offering. We certainly monitor each review and where the reviewer leaves some details we try to address any concerns on a one-to-one basis. Some reviewers prefer to use a pseudonym, and this can lead to identification issues, so we try to reach out to them using the site. Obviously we love to receive glowing reviews, but we know that with many changes within the organisation this won't be the case every time, so we encourage a realistic view each and every time.

Brent - Anne Street Partners Marketing

I'm real - I just gave an honest answer to the request for a review

Yep, my review is real.

2 things:

1. any investment has some form of inherent risk. Thinking you'll make fifty-hundred percent return in two weeks on a property is ludicrous, its the real world, not blocyard blitz.
2. you do actually need to do some work and thinking for yourself. Do you think if they had some magic formula for making money appear from thin air, that they would be working?

See all 5 answers